GGM Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

GGM Wealth Advisors’s Portfolio GTO Stock Details GTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-16,135	Closed	-$781K	–	137
2022 Q2	$781K	Sell	16,135 -366	-2%	-$18.2K	0.44%	49
2022 Q1	$832K	Sell	16,501 -48,533	-75%	-$2.62M	0.42%	51
2021 Q4	$3.61M	Sell	65,034 -35,910	-36%	-$2.03M	2.87%	9
2021 Q3	$5.7M	Sell	100,944 -7,476	-7%	-$429K	4.52%	7
2021 Q2	$6.22M	Buy	+108,420	New	+$6.14M	5.29%	6

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GGM Wealth Advisors's GTO Position: Q3 2022 in Review

GGM Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q3 2022, closing a stake of 16,135 shares — an estimated $781K sold.

GGM Wealth Advisors first reported a position in GTO in Q2 2021 and held it in 5 quarters. The position peaked at $6.22M in Q2 2021. 129 funds tracked by Wall St. Rank hold GTO as of Q3 2022.

GGM Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q3 2022 after selling out during the quarter.
GGM Wealth Advisors sold 16,135 Invesco Total Return Bond ETF shares in Q3 2022, an estimated $781K.
GGM Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q2 2021 and held it in 5 quarters.
GGM Wealth Advisors's Invesco Total Return Bond ETF position peaked at $6.22M in Q2 2021.
129 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2022.

Based on GGM Wealth Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.